LWM
PCG icon

Lenox Wealth Management’s PG&E PCG Stock Holding History

Lenox Wealth Management’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$0 Hold
55
– – ﹤0.01% 780
2020
Q1 		$0 Hold
55
– – ﹤0.01% 749
2019
Q4 		$1K Hold
55
– – ﹤0.01% 679
2019
Q3 		$0 Hold
55
– – ﹤0.01% 715
2019
Q2 		$1K Hold
55
– – ﹤0.01% 650
2019
Q1 		$1K Sell
55
-267
-83% -$4.31K ﹤0.01% 655
2018
Q4 		$1K Buy
+322
New +$11.5K ﹤0.01% 614

Other funds holding PCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Lenox Wealth Management's PCG Position: Q2 2020 in Review

Lenox Wealth Management held its PG&E (PCG) position steady in Q2 2020 at 55 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Lenox Wealth Management first reported a position in PCG in Q4 2018 and has held it in 7 quarters since. The position peaked at $1K in Q4 2019. 382 funds tracked by Wall St. Rank hold PCG as of Q2 2020.

  • Lenox Wealth Management held 55 shares of PG&E worth $0 as of Q2 2020.
  • Lenox Wealth Management left its PG&E share count unchanged in Q2 2020.
  • PG&E made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #780 holding.
  • Lenox Wealth Management first reported a position in PG&E in Q4 2018 and has held it in 7 quarters since.
  • Lenox Wealth Management's PG&E position peaked at $1K in Q4 2019.
  • 382 funds tracked by Wall St. Rank held PG&E as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.